Client Service Associate (Wealth Management)

Location: On-site in downtown Portland, Maine, United States

Salary: $55,000–$65,000 per year

Company

hirify.global is a registered fiduciary investment advisory firm with more than 30 years of experience helping individuals, families, and institutions build, manage, and preserve their financial resources.

What you will do

• Provide day-to-day administrative and client-service support to advisors and portfolio managers.
• Respond to routine requests involving cash transfers, deposits, withdrawals, gifting, statements, tax documents, and account information.
• Prepare account-opening and account-maintenance paperwork, gather documentation, and follow up on outstanding items.
• Coordinate with custodians and financial institutions to process requests and resolve routine service issues.
• Maintain accurate client records and support new-client onboarding, meeting preparation, reporting, and follow-up.
• Support IRA distributions, Required Minimum Distributions, charitable gifts, and other transactions under the guidance of experienced team members.

Requirements

• Approximately 1–4 years of professional experience, preferably in wealth management, financial services, banking, insurance, accounting, legal, or another client-focused environment.
• Strong administrative, organizational, and follow-through skills with excellent attention to detail.
• Professional written and verbal communication skills and a service-oriented approach.
• Ability to manage multiple priorities, meet deadlines, use sound judgment, and work effectively as part of a team.
• Comfort with Microsoft Office and ability to learn CRM, custodial, and other wealth-management technology.
• An associate or bachelor's degree is preferred; relevant professional experience is also considered. Investment licenses, advanced certifications, trading experience, and specific wealth-management software experience are not required.

Culture & Benefits

• Full-time, in-office work in downtown Portland.
• Generous paid time off.
• Retirement plan with company match.
• Medical, dental, and vision coverage.
• Health Savings Account and paid garage parking.